Stephen Fletcher
CFP®, MBA
EVOadvisers
Lead Advisor
Stephen Fletcher
CFP®, MBA
EVOadvisers
Lead Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephen Fletcher, CFP®, MBA
Fee-Only financial planner located in Richmond, VA serving clients locally and across the country
Stephen Fletcher is a Richmond, VA fee-only financial planner. EVOadvisers offers transparent, easy to understand, financial planning and investment management services to families, busy professionals and entrepreneurs who have achieved a stage in life that requires more than a 401K to manage. As a fee-only, fiduciary, and independent financial advisor, Stephen Fletcher is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Stephen Fletcher is a Lead Advisor at EVOadvisers, a Fee-Only, Registered Investment Advisor (RIA) founded in 2006. Stephen is responsible for successfully maintaining client relationships, developing and implementing financial plans and investment recommendations while overseeing the planning team. His expertise in trust and wealth management aids when advising clients with high-level financial and investment, tax planning, retirement planning, and estate planning needs.
Before joining EVO, Stephen worked in North Carolina with BlueSky Wealth Advisors as a Senior Wealth Advisor and Director of Advisory Services. Stephen oversaw the advisory team of 12 and was responsible for maintaining key client relationships, advisory standards and planning practices, and business development.
Prior to BlueSky, Stephen worked in New York City, where he was recruited as a Financial Analyst at AJ Wealth. He worked directly with ultra-high net worth clients from all around the world on a variety of complex financial and estate planning transactions.
Stephen completed his BBA in Trust and Wealth Management and MBA in Business Administration, with a minor in Financial Planning in under five years from Campbell University. His degree included a concentration in estate planning, retirement planning, investments and financial planning. He actively serves on the National Association of Personal Financial Advisors (NAPFA) Genesis Leadership Committee, which aims to engage and equip the next generation of the financial planning profession.
In 2020, Stephen received the New Professional of the Year Award from NAPFA, an award designed to recognize professionals under the age of 35 who have made outstanding contributions in the financial planning industry.
Stephen Fletcher is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
EVOadvisers traces its roots back to 2006. After a combined 30 years as senior leaders in technology and finance at a Fortune 50 company, we joined forces to form a new kind of Fee-Only financial advisory firm to serve people better.
At EVOadvisers, we pride ourselves in providing "You-Only" financial advice. That means, our clients get financial advice with a conscience, not sales commissions. We want to help you get the right kind of help even if you don't choose us. So, if you have reached a point in life where you have more than a 401K to worry about, we can help. Led by Dave O'Brien (Chair of NAPFA) and John Clair, our clients first come to us when:
- Their finances have outgrown their ability and time to manage them
- A big life event has occurred or is impending and they need financial advice
- Are wondering if their current advisor or broker still fits their needs
If this sounds like you, find out more at EVOadvisers.com and ask about You-Only advice. Capitalism with a Conscience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stephen Fletcher is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Stephen Fletcher is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Stephen Fletcher
Office Locations:
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2917 W Leigh St
Richmond, VA 23230 -
4507 Irvington Road
Irvington, VA 22480
